Michael Di Rocco
Investment Specialist & Retirement Plan Specialist at MassMutual Greater Pacific- Claim this Profile
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Bio
Credentials
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Accident And Health Agent, Life-Only Agent
California Department of InsuranceOct, 2019- Oct, 2024 -
SIE
FINRA -
Series 63
FINRA -
Series 65
FINRA -
Series 7TO
FINRA
Experience
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MassMutual Greater Pacific
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United States
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Financial Services
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1 - 100 Employee
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Investment Specialist & Retirement Plan Specialist
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Nov 2019 - Present
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Beacon Pointe
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United States
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Financial Services
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300 - 400 Employee
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Retirement Plan Consultant
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Sep 2018 - Nov 2019
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Associate Investment Consultant
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Jun 2015 - Nov 2019
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Institutional Analyst
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Mar 2013 - Jun 2015
*Manage 25 Institutional client relationships by: preparing monthly and quarterly performance reports, portfolio rebalancing, asset allocation studies, investment policy statements, and ad hoc risk studies for $3.2 billion in AUM.*Prepare and interpret for accuracy analytical presentations targeting potential and current clients, such as attribution, style analysis, risk analysis, benchmark analysis and long-term trend analysis of results*Articulated complex performance measurement concepts in response to client inquires and meetings.*Assist in preparing RFP responses and presentations.*Explain or present performance measurement concepts in response to client inquires and meetings.
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Private Client Analyst Intern
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Nov 2012 - Feb 2013
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Education
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San Jose State University
Bachelor’s Degree, Economics
Community
